my job is not just to entertain you but educate and teach. call me 1-800-743-cnbc. don't you just hate reality? boo! don't you hate it when you know the numbers are too high or the world is simply not yet in a place where you can be confident that things are okay? the thought don't you hate that some members of the federal reserve think that we have reached a great place so it is time to stop helping the economy. the heat don't you hate that washington doesn't care what place that we are in at all. don't you hate that karma. >> house of pleasure. >> house of pain. >> dow sinking 55 points today. nasdaq declining .23%. you know i hate all of these things. what do you do? throw your hands up? no, you look for themes. that is why i'm a big believer in themes. all week i plan to trace out the themes of 2013 that you can fall back on when the dow falls. the headlines are dominated by anxiety. i expect the market to go down in the near future. i like what alcoa said, and monsanto. but look, i think it is too high right now and maybe it comes in. but i don't want you to fe